Edgar "Whit" Whitmore, IIIemail
444 S. Flower Street Suite 4200
Los Angeles, CA 90071
Professional Story
Edgar "Whit" Whitmore is a Partner at Lenox Advisors, bringing over 30 years of financial services experience to each relationship. Whit advises clients in the areas of Executive & Employer Benefits, Wealth MAnagement, and Estate Planning. Prior to joinging Lenox, Whit was the Founding Partner in TAG Financial and Insurance Services, LLC in Los Angeles. Whit currently holds the Series 6, 7, 63 & 66 and the California Life Insurance License. His professional designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (LhFC) and Certified Family Business Specialist (CFBS). He received his Bachelor of Science in Economics & Political Science from the University of the Pacific. Whit is an avid golfer and fly fisterman. Whit has memberships and Sherwood Country Club in Thousand Oaks, Calabasas Country Club in Calabasas and The Jonathan Club in Los Angeles. He serves on the Board of Trustees for Westmark School in Encino. He is married to Amy and they have 3 Sons; Whitter, Holden & Dashel.
Education
University of the Pacific (1988-1991)
Hobbies
Golfing
Fly FishingAffiliations & Memberships
Sherwood Country Club
Calabasas Country Club
The Jonathan Club
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)Community Involvement
Board of Trustee for Westmark School
Languages:
- English
Credentials:
- CLU®
- ChFC®
- CFBS
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
Online Services
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